Jefferson National Financial:
The No-Load Investment-Only Annuity Innovator

Recently Released!!!
Date Published: July 9, 2015
Summary Power Point Deck: 32 Slides
Reference Power Point Deck: 145 Slides

Jefferson National Financial was founded as Inviva by David Smilow in 1999 and is based in Louisville, KY. The firm is licensed in 49 states, has 103 employees, 2,542 financial advisor clients, 29,582 variable annuity contracts in force with $3.2 billion assets under management, 3,120 variable annuity new contract sales, $673 million variable annuity new contract sales, $71 million variable annuity renewals, $744 million variable annuity inflows, $223 million variable annuity surrenders, $522 million variable annuity net flows, $27.3 million revenues, $31.4 million expenses, -$0.6 million adjusted statutory operating income, & -$4.1 million EBITDA. The company is led by its Chairman Eric Schwartz, CEO Mitch Caplan, & President Larry Greenberg. Jefferson National's web sites can be found at &

Jefferson National Financial's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
  • Inviva Term Life Business Phase
  • Jefferson National Annuities Business Phase
  • Initial Success Phase
  • Recapitalization Phase
Its profile includes the key statistics of the firm, including its number of state licenses, employees, institutional partners, financial advisor clients, variable annuity contracts in force, variable annuity assets under management, variable annuity new contract sales, variable annuity renewals, variable annuity inflows, variable annuity surrenders, variable annuity net flows, revenues, & EBITDA.
Its profile includes detailed outlines of its core businesses.
  • Monument Advisor Annuity
  • Legacy Annuity Business
And its profile concludes with the highlights of its organizational structure & ownership.

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